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E-Commerce

E-commerce moves retail from a shop to a screen, and drags with it the warehousing, delivery, and payment systems needed to make that work. Scale and delivery density decide who earns a profit.

240 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
126
William Blair & Company
William Blair & Company
Illinois
$3.84B +$146M 33 11.84% Increased
127
Artisan Partners
Artisan Partners
Wisconsin
$3.83B +$117M 17 5.75% Increased
128
First Trust Advisors
First Trust Advisors
Illinois
$3.82B -$274M 44 3.9% Reduced
129
Los Angeles Capital Management
Los Angeles Capital Management
California
$3.79B -$84.3M 39 13.57% Reduced
130
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$3.79B +$63.5M 41 5.38% Increased
131
AQR Capital Management
AQR Capital Management
Connecticut
$3.78B +$43.1M 64 5.8% Increased
132
Aviva
Aviva
United Kingdom
$3.76B +$534M 31 10.41% Increased
133
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$3.67B +$265M 37 5.46% Increased
134
Chevy Chase Trust
Chevy Chase Trust
Maryland
$3.65B -$52.1M 14 11.64% Reduced
135
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$3.63B +$344M 20 8.82% Increased
136
Primecap Management
Primecap Management
California
$3.62B +$149M 11 2.62% Increased
137
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$3.6B +$1.86M 53 9.52% Increased
138
Allspring Global Investments
Allspring Global Investments
North Carolina
$3.56B +$55.3M 54 5.8% Increased
139
1832 Asset Management
1832 Asset Management
Ontario, Canada
$3.52B +$368M 16 2.86% Increased
140
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$3.49B -$336M 34 5.6% Reduced
141
Viking Global Investors
Viking Global Investors
Connecticut
$3.44B +$1.2B 4 13.21% Increased
142
ProShare Advisors
ProShare Advisors
Maryland
$3.4B -$297M 49 9.1% Reduced
143
Axa
Axa
France
$3.33B -$120M 25 9.89% Reduced
144
KBC Group
KBC Group
Belgium
$3.32B +$65M 38 10.03% Increased
145
Temasek Holdings
Temasek Holdings
Singapore
$3.31B +$605M 10 15.39% Increased
146
Natixis Advisors
Natixis Advisors
Massachusetts
$3.28B +$429M 32 7.13% Increased
147
Tiger Global Management
Tiger Global Management
New York
$3.24B +$117M 10 14.96% Increased
148
Danske Bank
Danske Bank
Denmark
$3.22B -$292M 33 11.88% Reduced
149
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$3.17B +$179M 68 10.32% Increased
150
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$3.16B +$14.9M 39 13.21% Increased